Thomas Healy Portfolio
Invests via PFW Advisors LLC | Managed by Scott R. MacKenzie
Invests via PFW Advisors LLC
Managed by Scott R. MacKenzie
Automatically Tracked
Thomas Healy Profile
Experienced technology investor and operator focused on growth-stage ventures, corporate development and commercial scaling across SaaS and fintech. Thomas Healy has led investments and operating teams targeting ARR expansion, go-to-market optimization and board-level governance, and is positioned to advise or lead strategic M&A and capital raises.
Experienced technology investor and operator focused on growth-stage ventures, corporate development and commercial scaling across SaaS and fintech. Thomas Healy has led investments and operating teams targeting ARR expansion, go-to-market optimization and board-level governance, and is positioned to advise or lead strategic M&A and capital raises.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS and fintech businesses, favoring ARR-driven models with clear unit economics and scalable go-to-market motions. Prioritizes investments where operational playbooks—sales efficiency, customer success, pricing—can accelerate revenue expansion. Employs active, board-level engagement, staging capital to de-risk milestones and enable strategic M&A or follow-on raises. Risk discipline centers on repeatable revenue, metrics transparency, and capital-efficient scaling over hypergrowth vanity metrics.
Focuses on growth-stage SaaS and fintech businesses, favoring ARR-driven models with clear unit economics and scalable go-to-market motions. Prioritizes investments where operational playbooks—sales efficiency, customer success, pricing—can accelerate revenue expansion. Employs active, board-level engagement, staging capital to de-risk milestones and enable strategic M&A or follow-on raises. Risk discipline centers on repeatable revenue, metrics transparency, and capital-efficient scaling over hypergrowth vanity metrics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
30.19%
Gain -0.41%
Monthly
0.78%
Yearly
9.83%
Drawdown
20.01%
$347.1M
Equity
Holdings
$347.1M
Investment
$217.11M
$235.38M
Profit -$1.89M
Realized
$105.39M
Unrealized
$129.99M
Dividends
$41.76M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.89M
Win %
71%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$3.06M
Win %
71%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.89M
Win %
71%
This Year
Compared to last year
Gain
1.18%
Profit
$4.06M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$250,431.21 
GOOG Alphabet Inc
+6.88%
+$90,042.4 
GOOGL Alphabet Inc
+6.73%
+$161,806.47 
META Meta Platforms Inc Class A
+3.28%
+$30,586.38 
ONTO Onto Innovation Inc.
+3.22%
+$5,448.55 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,249.6 
MSFT Microsoft Corp.
+3.02%
+$131,977.7 
GRAB Grab Holdings Limited
+2.94%
+$1,497.9 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$5,360.38 
NVDA NVIDIA Corporation
+2.93%
+$127,761.41 
ORLY O'Reilly Automotive Inc.
+2.28%
+$5,164.05 
CSCO Cisco Systems, Inc.
+2.14%
+$64,623.42 
LHX L3Harris Technologies, Inc.
+1.9%
+$18,359.31 
TSCO Tractor Supply Company
+1.85%
+$5,092.64 
AAON Aaon Inc.
+1.68%
+$2,828.28 
ZTS Zoetis Inc.
+1.66%
+$6,317.65 
SHEL Shell plc
+1.62%
+$3,876.39 
ACN Accenture plc Class A
+1.61%
+$26,581.51 
GE General Electric Company
+1.42%
+$6,916.25 
WFC Wells Fargo & Company
+1.19%
+$10,997.64 
AMAT Applied Materials, Inc.
+1.18%
+$3,121.11 
ITW Illinois Tool Works Inc.
+1.15%
+$28,128.75 
TDY Teledyne Technologies Incorporated
+0.98%
+$1,987.3 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$92,483.44 
GOLF Acushnet Holdings Corp.
+0.88%
+$2,636.48 
GEV GE Vernova Inc.
+0.85%
+$2,833.71 
MCD McDonald's Corporation
+0.82%
+$16,849.88 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$59,797.52 
TSLA Tesla, Inc.
+0.76%
+$4,753 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$225,799.23 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,433.64 
CAT Caterpillar Inc.
+0.7%
+$1,882.44 
VONE Vanguard Russell 1000 ETF
+0.64%
+$9,003.51 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,366.42 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$2,553.04 
ACWI iShares MSCI ACWI ETF
+0.49%
+$17,441.81 
WTS Watts Water Technologies Inc.
+0.48%
+$1,910.49 
IWD iShares Russell 1000 Value ETF
+0.44%
+$121,993.44 
PAYX Paychex Inc.
+0.44%
+$9,483.96 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$2,159.04 
AVGO Broadcom Inc.
+0.37%
+$8,625.6 
PG Procter & Gamble Co
+0.37%
+$7,194.22 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,564.94 
BAC Bank of America Corporation
+0.36%
+$4,081.44 
GD General Dynamics Corporation
+0.32%
+$4,251.7 
JPM JPMorgan Chase & Co.
+0.27%
+$4,384.16 
SO The Southern Company
+0.21%
+$1,209.6 
JNJ Johnson & Johnson
+0.21%
+$6,584.72 
ADI Analog Devices, Inc.
+0.2%
+$2,901.5 
WMT Walmart Inc.
+0.09%
+$1,218.52 
ABT Abbott Laboratories
+0.09%
+$1,900.44 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$2,450.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$163.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$622.49 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$550,253.32 
SYK Stryker Corporation
-6.42%
-$69,321.02 
LIN Linde plc
-5.95%
-$93,291.61 
MU Micron Technology, Inc.
-5.9%
-$9,138.5 
SNDK SanDisk Corporation
-5.09%
-$16,347.63 
AU AngloGold Ashanti plc
-3.66%
-$16,359.35 
ABBV AbbVie Inc.
-2.51%
-$5,628.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$55,440.12 
NFLX Netflix, Inc.
-2%
-$5,067.66 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$5,706.53 
AWK American Water Works Company, Inc.
-1.93%
-$36,548.16 
AMD Advanced Micro Devices, Inc.
-1.9%
-$15,440.07 
RBC RBC Bearings Incorporated
-1.89%
-$12,009.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$18,240.63 
AON Aon plc
-1.64%
-$17,361.74 
LRCX Lam Research Corporation
-1.58%
-$2,885.81 
PRIM Primoris Services Corporation
-1.45%
-$3,524.08 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,354.86 
NKE Nike, Inc. - Class B
-1.37%
-$11,021.16 
PPG PPG Industries Inc.
-1.35%
-$11,296.3 
MDLZ Mondelez International, Inc.
-1.22%
-$25,812.01 
TJX The TJX Companies, Inc.
-1.21%
-$2,574.71 
NEE NextEra Energy, Inc.
-1.15%
-$29,756.62 
PLD Prologis Inc.
-1.08%
-$11,777.32 
PRI Primerica Inc.
-1.04%
-$5,110.59 
KO The Coca-Cola Company
-1.02%
-$407,394 
VMC Vulcan Materials Company
-0.98%
-$286,099.04 
XOM Exxon Mobil Corporation
-0.97%
-$3,033.99 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,019.4 
O Realty Income Corporation
-0.87%
-$7,115.92 
GGG Graco Inc.
-0.76%
-$1,790.35 
SPGI S&P Global Inc.
-0.74%
-$14,960.16 
MA Mastercard Incorporated
-0.74%
-$20,349.02 
BLK BlackRock, Inc.
-0.73%
-$17,444.26 
MAR Marriott International Inc. - Class A
-0.71%
-$3,484.78 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$15,452.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$88,564.64 
AMGN Amgen Inc.
-0.64%
-$7,955.87 
EFA iShares MSCI EAFE ETF
-0.62%
-$25,283.94 
EME EMCOR Group, Inc.
-0.62%
-$2,889.91 
ECL Ecolab Inc.
-0.61%
-$8,004.51 
WEC WEC Energy Group Inc.
-0.57%
-$6,545.1 
LLY Eli Lilly and Company
-0.53%
-$16,520.35 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$5,100.4 
IWM iShares Russell 2000 ETF
-0.47%
-$34,178.46 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$30,937.69 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$9,591.5 
HD The Home Depot, Inc.
-0.42%
-$8,923.93 
MELI MercadoLibre, Inc.
-0.41%
-$1,011.4 
VGT Vanguard Information Technology ETF
-0.38%
-$1,604.76 
WCPB Weitz Core Plus Bond ETF
-0.35%
-$30,165.95 
TFC Truist Financial Corporation
-0.33%
-$844.21 
CBSH Commerce Bancshares, Inc.
-0.29%
-$3,581.73 
COR Cencora, Inc.
-0.28%
-$1,866.35 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$55,712.89 
COST Costco Wholesale Corporation
-0.24%
-$4,562.22 
VB Vanguard Small-Cap ETF
-0.22%
-$1,131.21 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$926.8 
BKNG Booking Holdings Inc.
-0.18%
-$1,388.98 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$607 
HYD VanEck High Yield Muni ETF
-0.1%
-$609.3 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$323.94 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,174.52 
V Visa Inc. Class A
-0.04%
-$1,171.02 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$229.2 
UBER Uber Technologies, Inc.
-0.01%
-$29.38 Events
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Dividends
Dividend Analysis
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| Trades 1345 | Longs Won 1011/1345 75% | Profit Factor 18.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $246,149.11 | Best Trade (Jun 30) $35.72M | Sharpe Ratio -13.29 |
| Average Loss -$40,352.16 | Worst Trade (Aug 19) -$3.2M | Z-Score 1.05 (70.68%) |
| Commissions $0 | Avg. Trade Length 3y 5m 2w 5d | Expectancy $175,003.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.13% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 1,924 | $244,079 | $171,351.44 | - | -$72,727.56 | -29.8% | +1.678% |
| AAPL Apple Inc. | 22,441 | $2.1M | $6.93M | - | $4.84M | 230.83% | -7.354% |
| ABBV AbbVie Inc. | 870 | $218,927 | $218,317.8 | - | -$609.2 | -0.28% | -2.513% |
| ABT Abbott Laboratories | 21,116 | $1.81M | $2.23M | - | $417,388.72 | 23% | +0.085% |
| ACN Accenture plc Class A | 10,107 | $1.9M | $1.68M | - | -$219,381.67 | -11.57% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 22,652 | $1.99M | $3.54M | - | $1.55M | 77.96% | +0.495% |
| ADI Analog Devices, Inc. | 3,921 | $494,971.73 | $1.44M | - | $945,642.88 | 191.05% | +0.202% |
| AMAT Applied Materials, Inc. | 529 | $382,467 | $268,557.44 | - | -$113,909.56 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,671 | $68,125.53 | $795,646.63 | - | $727,521.1 | 1,067.91% | -1.904% |
| AMGN Amgen Inc. | 3,208 | $681,658.71 | $1.24M | - | $553,934.57 | 81.26% | -0.64% |
| AMZN Amazon.com Inc | 6,941 | $816,104.89 | $1.89M | - | $1.07M | 130.98% | +15.321% |
| AON Aon plc | 2,884 | $608,144.29 | $1.04M | - | $431,681.88 | 70.98% | -1.642% |
| APP AppLovin Corporation Class A Common Stock | 716 | $240,155 | $283,464.39 | - | $43,309.39 | 18.03% | -1.973% |
| AU AngloGold Ashanti plc | 5,435 | $439,637 | $431,104.2 | - | -$8,532.8 | -1.94% | -3.656% |
| AVGO Broadcom Inc. | 5,990 | $983,449.62 | $2.33M | - | $1.35M | 137.1% | +0.371% |
| AWK American Water Works Company, Inc. | 13,844 | $1.7M | $1.86M | - | $161,053.79 | 9.49% | -1.93% |
| BAC Bank of America Corporation | 18,552 | $555,926.83 | $1.15M | - | $593,369.57 | 106.74% | +0.356% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,434 | $497,971.7 | $498,189.12 | - | $217.42 | 0.04% | +0.033% |
| BKNG Booking Holdings Inc. | 4,085 | $728,110 | $787,996.46 | - | $59,886.46 | 8.22% | -0.176% |
| BLK BlackRock, Inc. | 2,186 | $2.24M | $2.38M | - | $143,803.3 | 6.42% | -0.727% |
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FAQ
Which stocks have generated the highest profits for Thomas Healy?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $37M, Apple Inc - $11.81M, Tesla, Inc - $7.54M, Alphabet Inc - $7.41M, and The Coca-Cola Company - $6.18M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Comcast Corp - $424,161.01, Zoetis Inc - $420,335.91, The J.M. Smucker Company - $127,582.07, The Clorox Company - $126,065.45, and Eversource Energy - $123,633.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Healy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $41.76M earned over time. The largest contributors to dividend income include The Coca-Cola Company - $5.79M, iShares Russell 1000 Value ETF - $2.65M, PGIM Active High Yield Bond ETF - $2.43M, Vanguard Long-Term Bond ETF - $2.37M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Healy's monthly returns?
Thomas Healy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Thomas Healy's strategy be considered aggressive or moderate?
Thomas Healy's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Thomas Healy's strategy?
Thomas Healy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
